What To Expect

Whether you are a new customer or simply want to learn new skills about The Mortgage Office®, our seminars are packed with useful information, tips, and tricks. You will learn The Mortgage Office® in a group environment, where you can meet and network with others in the lending field. The seminar includes materials, great food, and tons of Q&A. Many customers even spend the weekend after the Seminar with their families visiting Hollywood, Beverly Hills, Disneyland, and many other Southern California hot spots. They have been very popular and get sold out fast. The price per seat is $699. A personal laptop is required.


What’s Covered on Day One

Online Center, Security Level Setup, Navigation and Functionality, Database Maintenance, Loan, Lenders and Vendor Setup, Payment Entry, Lender and Vendor Transactions, Reminders, Notices, Statements, Reports, Custom Letters and Reports, Relationship of Trust Accounting to Loan Servicing, and basic functions.

Thursday: 9 AM to 4 PM PST

Training Day 2

What’s Covered On Day Two

Loan Amortization and Rate Types, Interest Methods, Payment Hierarchy, Loan Transactions, Corrections, Servicing Fees, Lender Rollovers, Check Printing, Disbursements, Charges, Refunds to Borrower, Voiding/Reissue Checks, Loan Modifications (Adjustments, Assignments, etc.) and other advanced functions.

Friday: 9 AM to 3 PM PST

Hampton Inn Hotel

Where is the Seminar?

Hampton Inn Long Beach Airport
3771 N. Lakewood Blvd.
Long Beach, CA. 90808
(562) 425 – 0012

Seminar Flight Information

Where to Fly

Long Beach Airport (LGB) – 5 miles away
Los Angeles Airport (LAX) – 22 miles away
Orange County Airport (SNA) – 28 miles away
Burbank Airport (BUR) – 40 miles away


Where to Stay

Hampton Inn Long Beach Airport (Seminar held here)
P: 562.425.0012 (Recommended Hotel)

Marriott Courtyard Long Beach Airport (0.1 mile)
P: 800.321.2211

Hyatt Regency Long Beach (11 miles)
Use Promo Code: CR85494
(If code does not work, all rooms have been booked.)
P: 562.491.1234


Where to Eat

The Hangar (14 artisanal food eatery)

555 East ($$$)

Cesar’s Bistro ($$)

Yard House ($$)

Available Courses/Dates:

Loan Servicing – March 14-15

Loan Origination – April 25-26

Loan Servicing – May 16-17

Loan Servicing – June 20-21

Loan Origination – July 18-19

Loan Servicing – August 15-16

Loan Servicing – September 19-20

Loan Servicing – October 17-18

Click here to register.